Retail sales have been a disappointment now for three consecutive months and as such this may lead to downward revisions for Q2 GDP estimates. While that remains to be seen, something simply isn’t resonating well with the consumer. Maybe it’s uncertainty surrounding the future of healthcare, maybe it’s simply the every rising costs of healthcare premiums that are syphoning off…
The S&P 500 Index is up to a record 53 new all-time highs by the end August, topping...
There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...
Through no fault of my own I’ve recently found myself at the heart of the mainstream, short- volatility (VOL),...
On January 3, 2017 I offered readers and investors my plans for continued triple digit returns on capital invested...
For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...
Narrative vs. Flows, Liquidity-Volatility-Flows Feedback Loop, QE/QT and Liquidity Narrative vs. Flows By Marko Kolanovic, PhD and Bram Kaplan,...
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
“When the going gets tough, the tough go shopping” is true for investors. Income-oriented investors have always been advised...
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